2021-06-23T12:22:53-07:00 2020-09-30 911194016 Clark Nuber PS 10900 NE 4th St Suite 1400 Bellevue WA 98004 990 2019-10-01 910573106 Goodwill of the Olympics and Rainier Region GOOD 2535736500 714 S 27th Street Tacoma WA 98409 Anne Porter CFO 2535736500 2021-06-23 true Jennifer Becker Harris CPA P00183358 4254544919 2019 2022-09-23 18:48:47Z Lori Forte Harnick 714 S 27th Street Tacoma WA 984098193 79726786 false X www.goodwillwa.org X 1922 WA Goodwill of the Olympics and Rainier Region helps people reach their fullest potential through education, job placement, and career pathway services made possible by community donations, purchases and partnerships. 24 24 2818 30 0 1598700 2028195 79707942 58239584 193397 744523 630140 678314 82130179 61690616 464931 497942 0 47887722 37706525 0 456171 33124242 28723992 81476895 66928459 653284 -5237843 82296269 76084519 32869693 32198044 49426576 43886475 Goodwill of the Olympics and Rainier Region helps people reach their fullest potential through education, job placement, and career pathway services made possible by community donations, purchases and partnerships. false false 32156125 53574784 Retail and Salvage Training Centers - Employed 502 people. Goodwill operates 36 thrift stores in 9 Washington counties. Over 3.90 million shoppers continued to embrace Goodwill's wide selection and value pricing. By growing retail operations, Goodwill creates more jobs and funds more job training, responding to the increasing need in the communities we serve. Goodwill retail stores provide jobs and training opportunities in addition to generating funds for job training programs. Impacts of the COVID-19 Pandemic - The novel coronavirus, known as the global pandemic COVID-19, was first identified in December 2019, and has impacted our retail market beginning in our second quarter fiscal year 2020. Temporary store closures, reduced customer traffic, and changes made to our operations have had a material negative impact on our financial results for fiscal year ending September 30, 2020. The most adverse impact occurred in our fiscal third quarter when all of our stores were closed as COVID-19 peaked in early May. Since that time, all of our stores have re-opened, most with modified hours and operations. 22984818 Donations and Production Training Centers - employed 212 people in the process of moving donated goods to the sales floor at Goodwill. From collection points at stores and Attended Donation Stations, goods need to be sorted, priced, and displayed. Work training opportunities abound in our training centers allowing ample opportunity for people with significant disabilities or disadvantages to move into the work force. Strict quality standards guide the selection of items not suitable for sale in the retail stores. Goodwill strives to recycle donated items not suitable for sale in the retail stores. Donations are the foundation of Goodwill's ability to provide services. Thoughtful giving supports strong retail sales which in turn helps people receive training and go to work. 7624659 497942 4749800 Workforce Development Training Centers - employed 212 people. Over ninety percent of revenues are returned to jobs and job training programs for people who have disabilities or disadvantages. Workforce serviced an unduplicated 5,665 participants. Programs range from financial literacy skills training, warehouse & logistics skills training, culinary and barista training, computer training for people with disabilities, and training on job search skills and work behavior. Placement (479 job placements provided) includes supported employment for people with developmental disabilities; employment placement programs include people with disabilities as well as people entering the workforce with other barriers such as welfare history and lack of work skills or behavior. Youth at Risk provided programs in construction trade and other summer programs. GED training provided to 375 individuals. Senior mature workers provided training in office and other skills. Veterans' services and training are provided to those who have served. 62765602 true true false true false false false false false true true false false false true false true false false false false false false false false false false true true true true false false false false false false false false false false true false false false false false false false false true X 138 0 false 2818 true false false false false false false false 0 false false false true false false false X 24 24 false false false false false false false true true false false true true true true true true true true false WA X Anne Porter 2535736500 714 S 27th Street Tacoma WA 984098193 X Lori Forte Harnick President & CEO 50.00 0.00 X 333769 0 42227 Greg Medlyn Sr VP of Retail 50.00 0.00 222215 0 11908 Keith Hall HR Director 50.00 0.00 184871 0 7533 Chris Politakis Marketing Director 50.00 0.00 159817 0 14725 Ken Gibbon Finance Director 50.00 0.00 151070 0 13731 Jef Veilleux Former CFO 0.00 0.00 154771 0 9491 Dena Hobbs IT Director 50.00 0.00 143958 0 13659 Mike Shields Partners Director 50.00 0.00 131134 0 8920 Anne Porter CFO 50.00 0.00 X 62547 0 0 Colette Taylor Chairman 2.00 0.00 X X 0 0 0 Charelle Foege Secretary 2.00 0.00 X X 0 0 0 Rory Connally Treasurer 2.00 0.00 X X 0 0 0 Paige Abbott Director 2.00 0.00 X 0 0 0 Christopher Algeo Director 2.00 0.00 X 0 0 0 Greg Biersack Director 2.00 0.00 X 0 0 0 Tony Bowie Director 2.00 0.00 X 0 0 0 Barbara Mitchell Briner Director 2.00 0.00 X 0 0 0 Susan Brinkman Director 2.00 0.00 X 0 0 0 Jahmad Canley Director 2.00 0.00 X 0 0 0 Anthony Chen Director 2.00 0.00 X 0 0 0 Bill Dickens Director 2.00 0.00 X 0 0 0 Suzy Esposito Director 2.00 0.00 X 0 0 0 Josh Garcia Director 2.00 0.00 X 0 0 0 Daniel S Glover Director 2.00 0.00 X 0 0 0 Shannon Govia Director 2.00 0.00 X 0 0 0 Jason Hall Director 2.00 0.00 X 0 0 0 Terry Jones Director 2.00 0.00 X 0 0 0 Jacqueline Justice Director 2.00 0.00 X 0 0 0 Karen Koch Director 2.00 0.00 X 0 0 0 Bev Losey Director 2.00 0.00 X 0 0 0 Ali Modarress Director 2.00 0.00 X 0 0 0 Carlyn Roy Director 2.00 0.00 X 0 0 0 Shahrokh Saudagaran Director 2.00 0.00 X 0 0 0 Andy Stolz Director 2.00 0.00 X 0 0 0 Collette Stewart Director 2.00 0.00 X 0 0 0 1544152 122194 16 true true false Vantiv Integrated Payments 8500 Governors Hill Dr Summes OH 45249 Merchant Service Fee 939234 City of Tacoma Dump Charges PO BOX 24065 Tacoma WA 98124 Dump Charges 499826 Pierce County Security 2002 99th St E Tacoma WA 98445 Security Services 464528 Automatic Data Processing PO BOX 742875 Boston MA 022842875 Payroll Processing 421436 Logicstaff Total 2102 N Pearl St Suite 300 Tacoma WA 98406 Temp Labor 375309 12 X 5056 2023139 25001 2028195 Fees & Contracts Gov 624310 173683 173683 Retail and Salvage 453310 53574784 53574784 Workforce Development 624310 4491117 4491117 58239584 443348 443348 0 8333 8333 1114886 567095 547791 547791 547791 17643443 126807 17303338 165737 340105 -38930 301175 301175 0 0 0 Discounts Earned 900099 4539 4539 Management Fees 541610 85000 85000 Refunds & Rebates 900099 31726 31726 925 925 122190 61690616 58324584 1337837 115114 115114 382828 382828 0 0 765960 714480 43065 8415 0 32255487 30252319 1662003 341165 186957 111259 65621 10077 1387775 1365204 15452 7119 3110346 2907022 169158 34166 0 36597 36597 72651 72651 9924 9924 0 52523 52523 1742408 1220172 518053 4183 182805 139378 25437 17990 3288995 3242067 37466 9462 959991 936442 11399 12150 0 12339998 12041032 298965 1 1036184 1021675 14501 8 0 20831 10827 9397 607 137 137 176508 145913 25559 5036 4032885 3694935 333098 4852 76729 39342 36949 438 Retail Items For Sale 2774699 2774699 Dump Fees 912906 912906 Miscellaneous 705156 445225 259429 502 Repairs and Maintenance 302065 292626 9439 0 66928459 62765602 3706686 456171 6695543 7421169 1366758 1424869 269791 745000 1982218 1451007 0 0 0 967233 811362 1357468 1500238 86403677 37082132 52978051 49321545 16555129 13226815 0 0 0 124078 182514 82296269 76084519 10006289 9961855 26023 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52185 -354443 -302258 61690616 61690616 66928459 66928459 66928459 Part V, Line 4: Intended uses of the endowment fund. Funds are to be maintained permanently per donor-imposed stipulations. Funds shall use a spending rate calculation to determine the amount of all or part of the income earned on related investments for general or specific purposes. Funds shall retain sufficient income to offset the long term effects of inflation. Total income shall be reduced by an average rate of inflation in determining amounts available for grants and other distributions. true Tacoma Community House 1314 South L Street Tacoma WA 98415 910570872 501 (C) (3) 115114 0 Subrecipient 1 0 Client Transportation 310 19919 Cost Client Transportation Food, Supplies, Clothing, and Shelter 1532 53111 Cost Food, Supplies, Clothing, and Shelter Client Training 407 39003 Cost Client Training Client Assistance & Support 140 270611 Medical, Dental, or Hospital Expenses 5 184 Cost Medical, Dental, or Hospital Expenses Grantmaker's Description of How Grants are Used Goodwill of the Olympics and Rainier Region receives restricted grants for programs and for grant gifts for clients that are disadvantaged and yet not eligible for government supported programs. Annually Goodwill of the Olympics and Rainier Region reviews the funding available for grants and the nature and types that are provided. When the funding available is determined, case workers assess the assistance needs of program clients and submit a request for grant support which is approved or denied by the program manager. The use of funds is reported to the Goodwill of the Olympics and Rainier Region Board monthly on the financial statements.For Subrecipient grants: Grants are prepared, reviewed, submitted, and signed by the subrecipient grantee and Goodwill of the Olympics and Rainier Region. The grant agreement discloses the requirements of the grant. Billings for allowable expenses are submitted monthly by the subrecipient grantee. The billings are reviewed for qualification. Allowable expenses are paid to the subrecipient grantee. The total grant distributions are monitored on a monthly basis. Site visits by Goodwill of the Olympics and Rainier Region are performed in order to audit program and fiscal adherence. X X X X X false false false false false false false true false Chris Politakis Marketing Director 141495 11320 7002 7500 7225 174542 Dena Hobbs IT Director 130050 6601 7307 7500 6159 157617 Greg Medlyn Sr VP of Retail 180000 32400 9815 4375 7533 234123 Jef Veilleux Former CFO 154771 7500 1991 164262 Keith Hall HR Director 178846 6025 7533 192404 Ken Gibbon Finance Director 135000 12700 3370 7500 6231 164801 Lori Forte Harnick President & CEO 255000 52000 26769 17000 25227 375996 Part I, Line 7: Non-Fixed payments not listed above Lori Forte Harnick, CEO, received a non-fixed performance bonus during the year, as approved by the board of directors. Other employees received a non-fixed performance bonus during the year as approved by the Chief Executive Officer. Part III, Additional Information A portion of the compensation for Lori Forte Harnick and Anne Porter is allocable to Goodwill Contracting Services (GCS), an unrelated organization, for their service as officers of GCS, per the management agreement between the two organizations. The amounts are $3,338 and $939 included in the Form W-2 issued by Goodwill of the Olympics and Rainier Region and reported on the Form 990 Part VII. A Washington Economic Development Finance Authority 911493002 2010-06-30 25812000 Refinancing Headquarters false false false A 7498370 25812000 156414 25655586 2009 true false true true A false false false false false false true A false true true true Bank of America 7.0000 false false false false true A true Part VI Part III lines 4,5,& 6 equal 0%.Part IV 2C: There were no gross proceeds available for investing, therefore, no arbitrage rebate computation was necessary. X X 18 10586 Selling price X Other 3 14415 cost 1 false true true Part I, Line 32, Hire and Use of Third Parties Vehicles and boats contributed to organization are collected by a third-party vendor and sold with the vendor collecting their fees out of the sale proceeds. Amounts reported for contributions reflect the selling price of each item. All fees are charged to expense. Part I, Line 33, Revenues Not Reported Goodwill of the Olympics and Rainier Region does not assign a value to donations of thrift items received, in accordance with generally accepted accounting principles. If Goodwill of the Olympics would have recorded the value of those donations on an annual basis, the estimated value of those donations would be approximately $25.70 million (net of cost of collecting and processing donated goods which was approximately $22.98 million). Form 990, Part VI, Line 11b: Form 990 Review Process The Board of Directors delegates the detailed review of the Form 990 to the Finance/Audit Committee. The Finance/Audit Committee reviews and approves the Form 990 before it is filed with the IRS. A copy is provided to the full Board of Directors prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The Board of Directors, CEO, and Senior Management Team annually complete and sign a conflict of interest statement of disclosure. The statement includes an acknowledgement that they have a duty to report a conflict of interest if one arises later in the year. Statements are reviewed by management to determine if any conflicts exist. If a conflict of interest is identified prior to decisions made by Board, Committees, CEO, and management staff, the person involved in the conflict of interest would be excluded from discussion and decisions regarding the conflict of interest item. If a conflict of interest is identified after a transaction has occurred, the conflict of interest item would be referred to the Board (for Board matters) or CEO and CFO (for management matters) for review and determination of corrective action. On a daily basis, the Accounting and Purchasing departments review transactions for potential conflicts of interest. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Annually, the Compensation Committee, handled by the Executive Committee of the Board, uses outside compensation studies to develop the compensation package for the CEO. Every third year, an independent compensation consulting firm is also used. The Compensation Committee documents their decision which is signed by the Board Chair.Annually, the Board and CEO use outside compensation studies to develop the compensation packages for the Senior Management Team. Every third year, an independent compensation consultant is also used. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Governing documents, policies, and financial statements are made available to the public upon request. Other Changes In Net Assets Or Fund Balances - Other Decreases Unrealized Gain/Loss SWAP = -$354443 Form 990, Part I, Line 6 Goodwill of the Olympics and Rainier Region had approximately 30 volunteers (849 hours) who volunteered time in the following ways: Retail Stores, Workforce Development programs, Board of Directors and Business Services Advisory Board members. Form 990, Part V Line 3b There is no unrelated income therefore 990-T Exempt Organization Business Income Tax Return was not completed. Form 990, Part VI Line 15 Last compensation review and study was performed in December 2020. Form 990, Part VII A portion of the compensation for Lori Forte Harnick and Anne Porter is allocable to Goodwill Contracting Services (GCS), an unrelated organization, for their service as officers of GCS. The amounts are $3,338 and $939 respectively. The compensation amounts reported on the Form 990 for GCS are included in the Form W-2 issued by Goodwill of the Olympics and Rainier Region and reported on Form 990 Part VII. Form 990, Part VIII, Line 1g Total Gifts in Kind totaled 25,001. Of this amount, the cars sold on auction totaled $15,586. Goodwill of the Olympics and Rainier Region does not assign a value to donations of items received for resale.